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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 26 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Participants) | $73,431 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $34,185 |
Service code 27 1000 CHESTERBROOK BLVD · BERWYN, PA 19312 | Advisory (Plan) | $5,971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,380 | $91,424+14.2% | $135,942-23.2% | $71,495+46.0% |
| Participation rate | 82.7% | 75.7%+7.0pp | 81.9%+0.7pp | 67.9%+14.7pp |
| Annual return | 15.67% | 29.90%-14.2pp | 68.28%-52.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,130 | $3,704-69.5% | $4,858-76.7% | $2,589-56.4% |
| Participant deferral / active EE | $7,500 | $7,092+5.8% | $7,759-3.3% | $4,291+74.8% |
| Admin fee / account holder | $560 | $1,266-55.8% | $10,764-94.8% | $1,588-64.8% |